HomeMy WebLinkAbout10-27-14 T NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (08-13)
PO BOX 280601 9ZCORDED OFFICE OF
HARRISBURG PA 171'28- ilU L V1 1l, V!
RE01ST El0 F 'i.'ILLS
DATE 10-27-2014
2019 GOT 27 C� 12 L3 ESTATE OF MATTSON RAYMOND H
I1 DATE OF DEATH 09-15-2012
FILE NUMBER 21 12-1011
C L E7, COUNTY CUMBERLAND
ROYER ESQORPHAHEATHER- D
ACN 101
FL 3Fn, , APPEAL DATE: 12-26-2014
4431 N FR(�NT�ST-, ( (See reverse side under Objections)
HARRISBURG PA 17110 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- �♦ RETAIN LOWER PORTION FOR YOUR RECORDS 4—
-------------------- -------------------
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MATTSON RAYMOND HFILE NO. :21 12-1011 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 16,673.30 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 686,073.22
8. Total Assets (8) 702,746.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 39,785.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24,5 01 .32
11. Total Deductions (11) 64,286.69
12. Net Value of Tax Return (12) 638,459.83
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 638,459.83
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) 0 0 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 4 A.e.r,9_R3 X 045 = 28,730.69
17. Amount of Line 14 at sibling rate (17) n0 X 12 = 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 28,730.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-08-2014 CDO19129 .00 1,847.82
INTEREST IS CHARGED THROUGH 11-11-2014 TOTAL TAX PAYMENT 1,847.82
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 26,882,87
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1,182.60
TOTAL DUE 28,065.47
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \�
REV-1470 EX(6-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Raymond H. Mattson 2112-1011
REVIEWED BY ACN
Bill Lyons 101
SCHEDULE ITEOM EXPLANATION OF CHANGES
Under the terms of the Family trust, the trustee may distribute principal to issue during the
lifetime of the surviving spouse. In the absence of a request for a future interest
compromise, the Department has the right to assess tax at the highest rate in the chain of
potential distributions. Therefore, the tax has been assessed at 4.5% on the value of the
residuary trust.
Page 1